SIPP Technical Lead

YOUR MISSION:

• Lead regulatory oversight: Stay abreast of developments from the FCA, DWP, and HMRC, assessing their impact on Upvest’s SIPP offerings.
• Solve complex technical queries: Act as the escalation point for technical referrals from our clients, ensuring clear resolution of complex pension cases
• Drive product compliance: Work with internal stakeholders to analyse legislative changes especially with regards to Pensions Dashboard, and support the implementation of required updates to procedures and training notes.

What you’ll do:

• Lead regulatory oversight: Stay abreast of developments from the FCA, DWP, and HMRC, assessing their impact on Upvest’s SIPP offerings.
• Solve complex technical queries: Act as the escalation point for technical referrals from our clients, ensuring clear resolution of complex pension cases
• Drive product compliance: Work with internal stakeholders to analyse legislative changes especially with regards to Pensions Dashboard, and support the implementation of required updates to procedures and training notes.

Why Upvest:

• We're working on solving a hard problem: fixing the securities financial infrastructure to empower more people to be able to invest. You have the opportunity to contribute to this change.
• We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.
• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).